Low Cost

The plan offers Institutional Share class mutual funds. This means that there is no sales charge to buy into the fund.

Large Fund Selection

The plan offers over 70 fund options. From safer options to more aggressive fund options.

Investment Freedom

You can diversify your investments how you want and rebalance anytime.

No Surrender Fee

There is no additional penalty to take your money out of the plan.

Flexible Contributions

Start by adding as small as $25 per month. You can update or change the amount at anytime.

Simple

Easy to understand. Straight forward. A traditional “401k” like feel.

Portability

Should you ever leave the county, you can take the account with you, or move it to where you should choose.

Consolidation

You can combine or switch plan providers at anytime.

Withdrawal Before 59 1/2

There is no 10% withdrawal penalty with this plan as long as you have separated from service with the sponsor (Coweta County School System).

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.